Plain English Planned Giving Teaches Asset-based Philanthropy

Uncategorized Sep 04, 2020

When you arrive at the intersection of major gifts and planned giving you will discover a beacon of light showing the way forward called Plain English Planned Giving. It teaches “Asset-based Philanthropy”


The wealth of donors is not in cash, it is in assets they own. 


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Will Donors Make IRA Rollover Gifts in 2020? Yes, Here is Why...

 Will Donors Make IRA Rollover Gifts in 2020? Yes, Here is Why... [Reposted]

By Kristen S. Jaarda J.D., LL.M.

Nonprofit Giving Expert | Philanthropy Advisor | Attorney | Trainer | Speaker | Author

I have talked with a number of fundraisers who have lamented about the "bleak" prospects...

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Mission Positioning During Tough Times [Reposted]

Mission Positioning During Tough Times


In these times of uncertainty, I hope you’re staying safe, healthy, and sane. 

There’s a lot of fear out there, and a lot of panic, too. I keep hearing words like Unprecedented. Crazy. Unsettling. 


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I Hate To Say It But...

It may be the right time for you to take a serious look at how you’re investing. 

Times are suddenly difficult for our country and we’re all hoping we get through both the health aspects as well as the economic turmoil safely. As to money and investing, having half or more of...

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What My Friend Lee Taught Me About Checkbook Control

The other day I was talking to my friend, Lee Hoffman, of Planned Giving Design Center, and said I was about to launch my course called The IRA Checkbook Control Trust: A Step-by-Step Guide. Lee’s site ( is a publisher of Planned Giving news and materials, especially...

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The #1 Reason IRA Owners Give Up On Checkbook Control (And How You Can Avoid It)

Which of these reasons causes IRA owners to give up on setting up Checkbook Control most often?

"It takes too much time to set up."

"I have to learn new skills to set it up."

"I don’t know what to invest in."

"It’s too confusing."

"All the sites I visit just have rules and forms, I...

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3 Tips For IRA Investors Who Want Checkbook Control But Don’t Know Where To Start

Have you heard people talking about taking control of their own investments with their IRA money?  Would you like to choose your own investments?  Not just stocks and bonds or index funds.  Traditionally, IRAs have been invested in the stock and bond market or money market funds...

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CRT Secret Sauce: 6 Motivations Ep 1


Hey folks, take a look at our new mini-series of videos on the

Six Motivations for using a Charitable Remainder Trust!

What might make a person consider transferring property to a CRT?

I’ll explore 6 common situations that lead a person to consider using this benefit-loaded trust.

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